Avisen Advisors, LLC
Assets Under Management
$356.1M
Number of Clients
190
Number of Advisors
9
Average Client AUM
$1.9M
AUM per Advisor
$39.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avisen Advisors is a registered investment advisory firm offering financial planning and investment management services. They manage client funds on a discretionary or non-discretionary basis, tailoring recommendations to individual investment objectives and risk tolerance. They offer various advisory programs including Avisen Advisors Investment Portfolio, Global Portfolio Solution (GPS), Lockwood Investment Strategies (LIS), Lockwood Asset Allocation Portfolios (LAAP), and Avisen Advisory Solutions Program.
Fee Structure
Avisen Advisors offers financial planning services on an hourly consulting fee basis or a project-based fixed fee basis, or it may be included as part of the fee paid for investment management services. Fees may be negotiated based on a client's asset levels, service requirements or other factors in the Firm’s sole discretion.
Areas of Practice
Location
3620 American River Drive, Suite 145, Sacramento, CA, 95864